DUTIES AND RESPONSIBILITIES

• Execute client/advisor service requests and follow up activities in a timely manner

• Field incoming telephone calls and emails while working independently to research and resolve client questions

• Processing new business, service requests, and opening of accounts

• Schedule client review meetings

• Maintain detailed documentation of notes in our client database

• Be an established, consummate professional, both internally with our team and externally with clients and the public

• Ensure confidentiality with respect to all information pertaining to clients and potential clients

• Other duties as assigned

SKILLS, ABILITIES & PERSONAL TRAITS

• High degree of honesty, integrity, and a strong work ethic

• Desire follow-through on tasks from start to finish and ensure accuracy

• Keen attention to detail and ability to think on your feet

• Warm personality, dependable, trust-worthy

• Ability to thrive in a fast-paced professional environment with a proactive and forward-thinking attitude

• Excellent interpersonal and written skills

EDUCATION & EXPERIENCE REQUIREMENTS

• Bachelor's degree (preferred in finance, economics, business or related field)

• 3+ years of administrative experience in an investment and/or insurance office setting preferred

• Proficiency in Microsoft Office, particularly Word, Excel and Outlook